Sarah E. Clayton
Professional summary
Sarah Elizabeth Clayton, CFP®, who also goes by Sarah Elizabeth Correnti, is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Columbus, Georgia.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Sarah has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Elizabeth Clayton's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 3, 2022 - Present
LONGVIEW WEALTH MANAGEMENT
Office #1: 3901 Glenn Road Suite A, Columbus, GA 31909March 2, 2020 - March 2, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
October 16, 2019 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
Primary Firm SEC Registration
LONGVIEW WEALTH MANAGEMENT
CRD#: 136214 / SEC#: 801-64708
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/3/2022)
Exams
Series 7TO
Date: 10/16/2019
General Securities Representative ExaminationCurrent Firm
LONGVIEW WEALTH MANAGEMENT
CRD#: 136214 / SEC#: 801-64708
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,214 |
| AUM (Assets Under Management) | $ 1,104,703,390 |
Red Flags
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Company Information
LONGVIEW WEALTH MANAGEMENT
CRD#: 136214Columbus, GA 31909TRUST BUT VERIFY
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